Features

Efficient Data Uploading

Getting information into financial software can be time-consuming. Entering in data line by line can be so burdensome that the analysis is hardly worth the effort.

CRM2Plus allows you to upload a portfolio's transaction history in minutes with our step by step data entry wizard. Don't want to bother with Data Entry at all? Financial statements from select institutions* can be uploaded directly into CRM2Plus. Contact us* to enquire about getting your financial statements available for upload.

Fast Report Generation

Calculating a portfolio's Internal Rate of Return can be messy. Dozens of transactions need to be taken into account, and repeating the analysis for different time periods is complicated enough to lead to errors.

Using CRM2Plus, you can easily graph the internal rate of return of a portfolio at quarterly, annual, three-year, and five-year intervals. Changing report types or date ranges can be done with as few as three mouse clicks. You can also create graphics showing the cumulative amount invested into the portfolio vs. the overall portfolio value to get a real sense of the cash returns in your portfolio.

Aggregate your Analysis

Some financial statements report an entire portfolio's performance lumped together, making it difficult to see the effects of specific investing decisions. Others split up their reporting over individual investments, making overall performance hard to determine.

CRM2Plus allows you to control the detail of your reports. Analyze the financial picture of an entire family, or examine a single person individually. Evaluate the performance of a whole portfolio (RRSP, TFSA, etc.), or compute the returns from one mutual fund or investment alone.

Compare your performance to the Benchmarks

Looking at a portfolio's returns in isolation can be confusing. Is a portfolio that generated a 4% annualized return between 2011 and 2015 good, bad, or mediocre?

Using benchmarks with CRM2Plus allows you to view any report of your portfolio alongside a transactionally equivalent portfolio made up from variable combinations of over 20 ETFs and market indices including the S&P 500, S&P TSX, and 5-year GICs. Create a reusable set of benchmarks to compare to your portfolio, or refine your investing strategy by comparing benchmarks to one another.

Find out "what if?"

The decision to hang tough during a crisis, or act conservatively during a boom can save a portfolio thousands of dollars. Unfortunately, a penny saved is harder to track than a penny earned.

Create counterfactual portfolios with alternate investment and withdrawal timings and amounts. Show the effects of emotional decision making (investing too much in a boom and withdrawing funds out after a bust) alongside your portfolio and a comparable benchmark.